Filed February 5, 2025
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST OP CO Service code 15 · EIN 04-2647786 | Recordkeeping | $349,515 |
GOLDMAN SACHS3+ years Filed as: GSAM Service code 28 · EIN 13-3575636 | Investment Management | $198,629 |
WILLIS TOWERS WATSON US LLC3+ years Service code 11 · EIN 53-0181291 | Actuarial | $98,919 |
BDO USA, LLP1 year Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $35,464 |
US BANK3+ years Service code 21 · EIN 41-2003732 | Bank Trustee | $27,839 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction with Solo.
Solo shows the counterparty names, addresses and amounts for each reportable transaction. $4.99 for your first month, then $34.99 a month. Cancel any time.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $157,677-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 28.6%-28.6pp | 2.1%-2.1pp |
| Annual return | 0.66% | 5.59%-4.9pp | 8.39%-7.7pp | 7.65%-7.0pp |
| Employer contribution / active EE | $20,079 | $10,158+97.7% | $41,487-51.6% | $20,599-2.5% |
| Participant deferral / active EE | $0 | $222-100.0% | $40-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $3,303-100.0% | $193-100.0% |